March 23, 2017

FREE PROGRAM – DIY Estate Planning – Do’s and Don’ts (part of Money Smart Week)

In recent years, do-it-yourself (“DIY”) has gained popularity emerging in many fields including tax preparation and estate planning. While DIY for many fields may prove to […]
April 7, 2016

LEARNING OPPORTUNITY! Powers of Attorney: What are they? Why are they important?

Typically, the first thing that comes to mind on the topic of “Estate Planning” is “I need a Will.”  Powers of Attorney for Property and Health […]